Wealth Insurance Strategy Lead for Advisors

CAPTRUST; Los Angeles (CA); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Company discretionary bonus

Health, dental, and vision coverage

401(k) plan with company match

Job summary

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors with wealth management solutions focused on life insurance and annuities. The role involves leading insurance strategy, managing relationships with external partners, and ensuring regulatory oversight.

The ideal candidate should have a strong background in life insurance and annuity strategies, be client-centric, and capable of managing various priorities in a collaborative work environment.

Qualifications

• 6+ years of Life Insurance experience.
• Registered representative with wealth management experience.

Responsibilities

• Oversight of wealth management insurance solutions.
• Lead insurance strategy development and implementation.
• Work with insurance advisors to connect them with resources.

Skills

Life Insurance Experience

Wealth Management Client Facing Experience

Communication Skills

Organizational Skills

Technology Savvy

Education

Bachelor’s degree in related field

Series 24 license

Tools

Microsoft Office

Job description

CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors with wealth management solutions focused on life insurance and annuities. The role involves leading insurance strategy, managing relationships with external partners, and ensuring regulatory oversight.

The ideal candidate should have a strong background in life insurance and annuity strategies, be client-centric, and capable of managing various priorities in a collaborative work environment.